Plan Snapshot
- Plan Sponsor: Reuben,Junius & Rose, LLP
- Sponsor EIN: 943288394
- Sponsor Address: ONE BUSH STREET, SUITE 600, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 29 | $11.5M | $310,158 | $451,364 |
| 2023 | 30 | $9.4M | $516,565 | $430,540 |
| 2022 | 32 | $7.0M | $0 | $272,186 |